WTA

Washington Trust Advisors Portfolio holdings

AUM $1.31B
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
-$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$977K
3
+$838K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$546K
5
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$512K

Top Sells

1
+$8.37M
2
+$2.55M
3
+$1.96M
4
AAPL icon
Apple
AAPL
+$1.68M
5
TMO icon
Thermo Fisher Scientific
TMO
+$856K

Sector Composition

1 Technology 19.03%
2 Healthcare 13.5%
3 Communication Services 11.6%
4 Industrials 11.31%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11.5K ﹤0.01%
152
452
$11.5K ﹤0.01%
+149
453
$11.4K ﹤0.01%
149
454
$11.2K ﹤0.01%
226
+11
455
$11.2K ﹤0.01%
48
-160
456
$11.1K ﹤0.01%
+17
457
$10.9K ﹤0.01%
207
458
$10.6K ﹤0.01%
151
459
$10.4K ﹤0.01%
820
460
$10.4K ﹤0.01%
86
461
$10.4K ﹤0.01%
132
462
$10.3K ﹤0.01%
58
463
$10.3K ﹤0.01%
313
464
$10.2K ﹤0.01%
67
465
$10.1K ﹤0.01%
47
466
$10.1K ﹤0.01%
115
-91
467
$10.1K ﹤0.01%
51
+6
468
$9.86K ﹤0.01%
193
+28
469
$9.7K ﹤0.01%
371
470
$9.65K ﹤0.01%
65
471
$9.63K ﹤0.01%
205
472
$9.62K ﹤0.01%
60
+23
473
$9.57K ﹤0.01%
265
+31
474
$9.5K ﹤0.01%
1,736
-212
475
$9.49K ﹤0.01%
161
17 18
19
20 21